+1,107.5%
MOH vs POET
-20.5%
+1,128.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +1.9% |
| 7D | +1.7% | +0.4% | +1.3% | +1.7% |
| 30D | -0.9% | -10.4% | +9.5% | -0.7% |
| 3M | +5.7% | -29.3% | +35.0% | +6.2% |
| 6M | +39.1% | +6.9% | +32.3% | +36.6% |
| YTD | +17.7% | +25.6% | -7.9% | +14.8% |
| 1Y | +8.4% | +49.2% | -40.8% | +4.8% |
| 3Y | -36.6% | +128.4% | -165.0% | -41.0% |
| 5Y | -19.1% | -4.2% | -14.9% | -24.0% |
| 10Y | +262.8% | +30.3% | +232.5% | +221.6% |
| All | +1,107.5% | -20.5% | +1,128.0% | +1,027.1% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling